Benjamin Marshall Gardner

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 04/2020
  Elmhurst College
  Elmhurst, IL
• 09/2016 → 09/2018
  Crowe Llp
  Grand Rapids, MI
• 05/2020 → 01/2025
  Lincoln Financial Advisors, Inc
  Chicago, IL
• 01/2025 → 02/2026
  Osaic Wealth, Inc.
  Chicago, IL
• 03/2026 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2025-01-24 → 2026-02-18
  Osaic Wealth, Inc.
  Chicago, IL
• 2021-05-11 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22

Designations

• Certified Financial Planner